The Fortitude Team is seeking motivated, people-oriented individuals who want to develop professionally while helping individuals and families pursue their financial goals.
As an Entry-Level Financial Advisor, you’ll learn how to meet with clients, understand their financial priorities, provide financial education, and help them evaluate strategies for financial protection, retirement planning, wealth accumulation, and long-term financial security.
No previous financial services experience is required. We’re looking for individuals who are coachable, driven, professional, and genuinely enjoy working with people.
This is a remote independent-contractor opportunity with flexible part-time and full-time pathways. Applicable professional licensing is required.
Compensation:
$70,000 - $80,000
Responsibilities:
Meet virtually with individuals and families to understand their financial goals and priorities
Educate clients on financial concepts and available strategies after completing required training and licensing
Help clients evaluate financial solutions based on their individual needs and goals
Build and maintain positive, long-term client relationships
Provide ongoing client follow-up and service
Participate in structured training, mentorship, and professional development
Develop new relationships through referrals, networking, and community outreach
Complete required professional licensing and ongoing education
Follow applicable industry and compliance standards
Qualifications:
Strong communication and interpersonal skills
Genuine interest in helping and educating others
Positive attitude and willingness to learn
Coachable and receptive to mentorship
Self-motivated, dependable, and goal-oriented
Comfortable building relationships with new people
Able to communicate professionally in a virtual environment
Strong organization and time-management skills
Able to work independently in a remote environment
Customer service, sales, education, healthcare, hospitality, banking, leadership, or entrepreneurial experience is a plus but not required
No previous financial services experience required
Must be eligible and willing to obtain applicable professional licensing
About Company
The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.
We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.
Entry Level Financial Advisor • Murrieta, CA, US
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